Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$155K Buy
40,697
+1,927
+5% +$7.34K ﹤0.01% 1014
2024
Q4
$169K Buy
38,770
+31,235
+415% +$136K ﹤0.01% 1035
2024
Q3
$50.3K Sell
7,535
-267,252
-97% -$1.79M ﹤0.01% 1058
2024
Q2
$1.14M Buy
274,787
+230,205
+516% +$958K 0.01% 627
2024
Q1
$178K Sell
44,582
-3,752
-8% -$15K ﹤0.01% 645
2023
Q4
$438K Sell
48,334
-400
-0.8% -$3.63K 0.01% 499
2023
Q3
$441K Buy
48,734
+9,044
+23% +$81.8K 0.01% 356
2023
Q2
$385K Buy
39,690
+88
+0.2% +$853 0.01% 295
2023
Q1
$416K Buy
39,602
+457
+1% +$4.8K 0.01% 266
2022
Q4
$382K Buy
39,145
+14,971
+62% +$146K 0.01% 274
2022
Q3
$382K Buy
24,174
+5,239
+28% +$82.8K 0.01% 278
2022
Q2
$411K Sell
18,935
-14,350
-43% -$311K 0.01% 269
2022
Q1
$701K Buy
33,285
+11,648
+54% +$245K 0.01% 258
2021
Q4
$685K Buy
21,637
+7,673
+55% +$243K 0.01% 251
2021
Q3
$497K Sell
13,964
-2,411
-15% -$85.8K 0.01% 246
2021
Q2
$871K Buy
16,375
+4,649
+40% +$247K 0.02% 216
2021
Q1
$457K Buy
11,726
+11,526
+5,763% +$449K 0.01% 229
2020
Q4
$10K Sell
200
-7,300
-97% -$365K ﹤0.01% 460
2020
Q3
$160K Buy
+7,500
New +$160K 0.01% 262